Jones Financial Companies
NVEE

Jones Financial Companies’s NV5 Global NVEE Stock Holding History

Jones Financial Companies’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-61
Closed -$1.39K – 4334
2025
Q2 		$1.39K Buy
61
+17
+39% +$340 ﹤0.01% 3580
2025
Q1 		$847 Buy
+44
New +$806 ﹤0.01% 3433

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jones Financial Companies's NVEE Position: Q3 2025 in Review

Jones Financial Companies sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 61 shares — an estimated $1.39K sold.

Jones Financial Companies first reported a position in NVEE in Q1 2025 and held it in 2 quarters. The position peaked at $1.39K in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Jones Financial Companies reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 61 NV5 Global shares in Q3 2025, an estimated $1.39K.
  • Jones Financial Companies first reported a position in NV5 Global in Q1 2025 and held it in 2 quarters.
  • Jones Financial Companies's NV5 Global position peaked at $1.39K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.